UST AIPro - FinDim for Microsoft Dynamics 365 Finance and Operations

The Copilot-powered virtual agent for Microsoft Dynamics 365 Finance retrieves balances by subledger (accounts payable and accounts receiveable) with flexibility to query with or without financial dimensions (such as business unit, department, cost center, and vendor group, etc.) grouped by dimension or subledger. This virtual agent provides real-time, conversational access to dimension-specific balances and transaction summaries.
Value promise:

• Accelerate month-end and year-end close
• Improve accuracy
• Enhance decision support with real-time dimension insights
• Scale across multiple business entities

Features:
Balance Management: Consolidates subledger balances by dimension and entity: This tool enhances financial efficiency by fetching dimension-based balances—ensuring accuracy, faster month-end close, reduced audit risks, and real-time financial visibility within Microsoft Dynamics 365 Finance and Operations.

Business Outcomes:

• Accelerating month-end and year-end close cycles approximately 30–40% reduction in manual reconciliation time
• Up to 90% improvement in accuracy through real-time data and traceability
• Enhanced finance team productivity by data extraction and enabling focus on analysis and strategy
• Scalable across business units and entities ensures consistent financial visibility and reporting across global operations
• Consistent financial integrity delivers reliable, dimension-based visibility for accurate business decision-making

Sample Vendor Prompts for this Agent:
• Provide me the balance of vendor dv-01 in USMF
• Show the balance of vendor “demo vendor 2” in usmf split by dimension
• Give the balance of vendor group 25 in Legal Entity usmf
• Get the balance of vendor group 25 for department value 023 in usmf

Key agent activities

• Simplifying subledger balance extraction
• Accelerating reconciliations across financial dimensions
• Providing real-time balances for financial control and compliance
• Reducing manual effort and audit risks

Microsoft Products used: Microsoft Dynamics 365 (Enterprise resource planning)

Microsoft Dataverse Consulting Service type: Financial Services

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